Microsoft Corporation $MSFT Position Cut by Security National Bank of SO Dak

Security National Bank of SO Dak lowered its holdings in Microsoft Corporation (NASDAQ:MSFT) by 10.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,949 shares of the software giant’s stock after selling 2,151 shares during the quarter. Microsoft accounts for about 3.3% of Security National Bank of SO Dak’s holdings, making the stock its 4th biggest position. Security National Bank of SO Dak’s holdings in Microsoft were worth $7,068,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in the stock. Security National Bank of Sioux City Iowa IA boosted its holdings in Microsoft by 35.9% during the second quarter. Security National Bank of Sioux City Iowa IA now owns 22,364 shares of the software giant’s stock worth $8,342,000 after buying an additional 5,905 shares in the last quarter. Wellington Altus USA Inc. increased its holdings in Microsoft by 63.2% in the second quarter. Wellington Altus USA Inc. now owns 5,716 shares of the software giant’s stock valued at $2,116,000 after buying an additional 2,213 shares in the last quarter. Anchor Investment Management LLC increased its holdings in Microsoft by 3.7% in the second quarter. Anchor Investment Management LLC now owns 105,520 shares of the software giant’s stock valued at $39,361,000 after buying an additional 3,733 shares in the last quarter. Reynders McVeigh Capital Management LLC increased its holdings in Microsoft by 9.9% in the second quarter. Reynders McVeigh Capital Management LLC now owns 219,809 shares of the software giant’s stock valued at $81,993,000 after buying an additional 19,760 shares in the last quarter. Finally, Revere Asset Management Inc acquired a new stake in shares of Microsoft during the 2nd quarter valued at approximately $298,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Cloud and AI results supported the rally. Microsoft’s fiscal first-quarter revenue rose 19% year over year to $92.28 billion, beating estimates, while Azure growth accelerated and AI adoption continued to expand. Reports also highlighted a $677 billion commercial backlog as evidence of future demand. Article: MSFT Q1 Earnings Call Highlights Azure Growth and AI Spending
• Positive Sentiment: Broader market strength lifted mega-cap technology shares. Microsoft joined a post-election rebound as investors rotated back into AI leaders; the company also reached a record high during the session. Article: Microsoft Stock Hits Record High as Midterm Results Boost AI Infrastructure Bets
• Positive Sentiment: New analytics tools target AI-assisted shopping. Microsoft added features to Clarity that help merchants track how AI agents interact with websites and apps, extending the company’s offerings for businesses adopting agentic AI. Article: Microsoft Clarity Helps Merchants Welcome AI Shopping Agents
• Neutral Sentiment: Microsoft disclosed a $25 billion senior-notes offering. The debt issuance provides financing flexibility, but also adds borrowing and interest obligations. Article: Microsoft Announces $25 Billion Senior Notes Offering
• Negative Sentiment: AI investment remains a key risk. Analysts and commentary flagged substantial infrastructure spending, possible pressure on free cash flow and margins, and political calls for tighter data-center rules that could constrain future expansion. Article: Microsoft: Don’t Get Too Excited About Its Positive FCF

Insider Buying and Selling at Microsoft

In other news, CEO Satya Nadella sold 86,525 shares of the company’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the sale, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Amy Hood sold 41,674 shares of the stock in a transaction on Monday, September 14th. The shares were sold at an average price of $498.27, for a total value of $20,764,903.98. Following the sale, the executive vice president directly owned 533,624 shares in the company, valued at approximately $265,888,830.48. The trade was a 7.24% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 135,504 shares of company stock valued at $68,138,024 in the last three months. 0.03% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on MSFT shares. Citigroup reissued a “market outperform” rating on shares of Microsoft in a research note on Thursday, October 29th. Oppenheimer raised their price objective on Microsoft from $570.00 to $625.00 and gave the company an “outperform” rating in a research note on Monday, October 26th. UBS Group set a $700.00 price objective on Microsoft in a report on Thursday, October 29th. KeyCorp set a $625.00 target price on Microsoft in a research report on Thursday, October 29th. Finally, JPMorgan Chase & Co. reissued a “buy” rating on shares of Microsoft in a report on Monday, September 28th. One research analyst has rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus target price of $609.54.

Microsoft Stock Up 6.7%

MSFT stock opened at $555.80 on Thursday. The company’s 50 day simple moving average is $515.34 and its 200-day simple moving average is $439.42. The firm has a market capitalization of $4.13 trillion, a PE ratio of 29.01, a P/E/G ratio of 1.54 and a beta of 1.05. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $559.15. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.22 and a quick ratio of 1.21.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 28th. The software giant reported $4.89 earnings per share for the quarter, topping analysts’ consensus estimates of $4.72 by $0.17. Microsoft had a net margin of 41.17% and a return on equity of 31.28%. The business had revenue of $92.28 billion during the quarter, compared to analysts’ expectations of $90.62 billion. During the same period last year, the company posted $4.13 EPS. The company’s revenue was up 18.8% on a year-over-year basis. Equities analysts expect that Microsoft Corporation will post 19.86 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 19.00%.

About Microsoft

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.